Purchases and Sales Made in Q2 2025 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q2 2025. The information is specifically focused on institutions that hold shares of VALLEY NATIONAL BANCORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
776+ 28.96% |
$6.11K - $7.14K
|
3.46K
$37.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
760+ 0.54% |
$5.98K - $6.99K
|
142K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
737+ 0.7% |
$5.8K - $6.78K
|
106K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
684+ 4.01% |
$5.38K - $6.29K
|
17.7K
$193K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
600+ 0.62% |
$4.72K - $5.52K
|
96.9K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
525+ 1.1% |
$4.13K - $4.83K
|
48.4K
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
515New |
$4.05K - $4.74K
|
515
$5.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
488New |
$3.84K - $4.49K
|
488
$5.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
478New |
$3.76K - $4.4K
|
478
$5.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
454+ 12.56% |
$3.57K - $4.18K
|
4.07K
$44.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
449+ 4.82% |
$3.53K - $4.13K
|
9.77K
$106K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
447+ 1.66% |
$3.52K - $4.11K
|
27.4K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
385New |
$3.03K - $3.54K
|
385
$4.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
384+ 0.16% |
$3.02K - $3.53K
|
242K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
367New |
$2.89K - $3.38K
|
367
$3.99K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
316+ 13.17% |
$2.49K - $2.91K
|
2.72K
$29.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
316+ 1.85% |
$2.49K - $2.91K
|
17.4K
$189K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
312+ 12.76% |
$2.46K - $2.87K
|
2.76K
$30K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
302+ 137.27% |
$2.38K - $2.78K
|
522
$5.67K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
290+ 0.5% |
$2.28K - $2.67K
|
58.5K
$636K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
286+ 0.43% |
$2.25K - $2.63K
|
66.7K
$725K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
280+ 1.51% |
$2.2K - $2.58K
|
18.8K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
279+ 1.3% |
$2.2K - $2.57K
|
21.7K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
250+ 34.25% |
$1.97K - $2.3K
|
980
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
238New |
$1.87K - $2.19K
|
238
$2.59K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
200+ 0.67% |
$1.57K - $1.84K
|
30.2K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
199+ 0.55% |
$1.57K - $1.83K
|
36.3K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
191+ 0.02% |
$1.5K - $1.76K
|
1.03M
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
176New |
$1.39K - $1.62K
|
176
$1.91K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
165New |
$1.3K - $1.52K
|
165
$1.79K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
150+ 75.0% |
$1.18K - $1.38K
|
350
$3.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
142+ 4.62% |
$1.12K - $1.31K
|
3.22K
$35K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
136+ 45.18% |
$1.07K - $1.25K
|
437
$4.75K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
134+ 0.67% |
$1.05K - $1.23K
|
20K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
105New |
$826 - $966
|
105
$1.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65+ 0.24% |
$512 - $598
|
27.6K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$512 - $598
|
65
$707
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 0.48% |
$496 - $580
|
13.2K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
61+ 10.83% |
$480 - $561
|
624
$6.78K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
59+ 0.15% |
$464 - $543
|
38.4K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
55+ 0.28% |
$433 - $506
|
19.9K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
46+ 13.65% |
$362 - $423
|
383
$4.16K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.33% |
$346 - $405
|
13.3K
$145K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30New |
$236 - $276
|
30
$326
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26+ 0.22% |
$205 - $239
|
12K
$130K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25+ 26.04% |
$197 - $230
|
121
$1.32K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
22+ 183.33% |
$173 - $202
|
34
$370
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20+ 0.14% |
$157 - $184
|
14K
$152K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.06% |
$110 - $129
|
23.4K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 12.5% |
$78.7 - $92
|
90
$978
|